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Meet Our Team

SCSA Staff

For inquiries about enrollment into the CSA certification program or Working with Older Adults training program, renewing your membership, or inquiring about compliance, contact the following SCSA staff directly. For all other inquiries, please contact us at 800.653.1785 or email

  • Curtis Petersen, CSA - National Sales Director - 888.819.3917 -
  • Anthony Gallegos - Director of CSA Services - 888.828.9270 -


Boards and Councils

The Society of Certified Senior Advisors works with CSAs and volunteers from across the country to manage and maintain its CSA Certification program. Additionally, CSAs and other industry experts provide their consultation and support to develop and maintain SCSA's publications by serving on our editorial boards.

CSA Certification Council

  • William A. Stack, RICP®, CSA, CSFP, MDRT - Chair
  • Midge Appel, CSA - Vice-Chair
  • Paula Carney, CSA
  • Harold K. “Hal” Prukop, Jr., J.D., CLU, CSA 
  • Jeff Williams, CSA, M.A.
  • Eric G. Zook, PhD - Public Member


CSA Ethics and Disciplinary Council

  • Cindy Tanton, CSA - Chair
  • Peter J. Creedon, CFP®, ChFC, CLU, CSA - Vice-Chair
  • Lisa Federico, CSA
  • Dr. Jan White, CSA


CSA Editorial Board Members

CSA Journal Board
  • Erika T. Walker, MBA, CSA - Chair
  • John D Frenzel, CSA, CFP, SRES, CLTC, CMFC
  • Scott Greenberg, CAEd
  • Kelly Holiday, CSA, LMHC
  • April Ibarra, MGS
  • Helen Keit, CRP, GMS, CSA, SRES, CLHMS, MBA
  • Michelle Kunz, CSA, MBA
  • Joel Mekler, CSA, SHIP
  • Scott Morrison
  • Lisa Rill, PhD
  • Gordon Walker,MS

Learn more about the CSA Journal Board

Senior Spirit Newsletter Board
  • Mickey L. Batsell, CASL, CLU, CLTC, CSA, FLMI, MBA
  • Cathy F. Bowers, BCPA, DP, CSA, MSA, NCG
  • Meredith H. Collins, MS, PCHA, ALA, CDP, CSA
  • Margaret Dutcher, RN, CSA
  • Steve Garrett, RPh, CSA
  • Jace R.W. Johnson, BSc, MBA, CSA
  • Deborah Moses, CSA
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